Q2 2019 13F Holders as of 6/30/2019
-
Type / Class
-
Equity / PORTFOLI S&P1500
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Number of holders
-
207
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Total shares
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47.6M
-
Shares change
-
+2.18M
-
Total reported value, excl. options
-
$1.74B
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Value change
-
+$80.5M
-
Number of buys
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133
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Number of sells
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-66
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Price
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$36.46
Significant Holders of SPDR SER TR - PORTFOLI S&P1500 (SPTM) as of Q2 2019
207 filings reported holding SPTM - SPDR SER TR - PORTFOLI S&P1500 as of Q2 2019.
SPDR SER TR - PORTFOLI S&P1500 (SPTM) has 207 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 47.6M shares
.
Largest 10 shareholders include Hanson McClain, Inc. (14.7M shares), Balentine LLC (3.06M shares), Parametric Portfolio Associates LLC (2.82M shares), Shepherd Financial Partners LLC (2.23M shares), Annex Advisory Services, LLC (2M shares), Boston Standard Wealth Management, LLC (1.72M shares), CLS Investments, LLC (1.69M shares), ARS Wealth Advisors, LLC (1.17M shares), Barber Financial Group, Inc. (1.11M shares), and TD AMERITRADE INVESTMENT MANAGEMENT, LLC (893K shares).
This table shows the top 207 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.